Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,516 | $60,349-29.5% | $74,184-42.7% | $62,881-32.4% |
| Participation rate | 42.6% | 72.7%-30.1pp | 76.6%-34.0pp | 69.3%-26.7pp |
| Annual return | 4.60% | 21.38%-16.8pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $169 | $1,680-89.9% | $2,370-92.9% | $2,281-92.6% |
| Participant deferral / active EE | $3,945 | $2,856+38.1% | $3,550+11.1% | $3,203+23.2% |
| Admin fee / account holder | $2,178 | $4,261-48.9% | $5,586-61.0% | $4,296-49.3% |